Contact Info
Axiom Global Convertibles
Investment objective
The investment objective of the Sub-fund is to achieve a long-term capital gain. It follows a dynamic investment strategy based on fundamental criteria of financial analysis. The Sub-fund will invest globally and without reference to any benchmark and without any geographical or sector allocation constraints. The Sub-fund is an actively managed UCITS. The Investment Manager has discretion over the composition of its portfolio, subject to the stated investment objectives and police.SFDR
Art. 6Net asset value
€117.75YTD Performance
4.71%SRI risk profil
1 2 3 4 5 6 7Recommended investment horizon
5 yearsData as of 10 July 2025
Eric Bozzetto
Eric Bozzetto has an extensive experience of convertibles bonds since 1995 in various financial institutions as sell-side trader or buy-side portfolio manager. He holds a Master's degree in Economics and Finance from the University of Paris Dauphine and is a CFA-ESG holder.
SRI risk scale from 1 to 7, from the lowest risk level (which does not mean risk-free) to the highest. The score indicated combines market and credit risk, and may change over time.
The Sustainable Finance Disclosure Regulation (SFDR) is a set of European rules that aims to make investment funds more comparable with each other on sustainability criteria and increase transparency for end investors. SFDR focuses on several pre-defined extra-financial indicators to assess the sustainability of the investment process on environmental, social and governance aspects
Past performance do not predict future returns
The return may increase or decrease as a result of currency fluctuations, for the shares which are not currency-hedged.
Documents
Cumulated performance
Data as of 10 July 2025
Annualized performance
Risk metrics
(15 January 2021)
Risk metrics
Data as of 10 July 2025
Calendar performance
Data as of 10 July 2025
Characteristics
- Asset Manager
- AXIOM ALTERNATIVE INVESTMENTS
- Asset manager by delegation
- SILEX INVESTMENT MANAGERS (Suisse) SA
- Legal form
- SICAV - UCITS
- Inception date of the fund
- 30 September 2020
- Nav frequency
- Daily
- Cut-off and subscription / redemption
- 16:00 PM CET, D+2
- Capital guarantee
- NO
- Main risks
- -
- Inception date of the share class
- 15 January 2021
- ISIN code
- LU2206848140
- Currency
- EUR
- Minimum initial subscription
- €1,000,000
- Dividend policy
- Capitalisation
- Management fees
- -
- Performance fees
- -